SHENGYU JIANG
Los Angeles,CA
Summary
Bilingual Account Manager with strong Customer Success and Sales Operations capabilities, specializing in CRM workflow management, client onboarding, and cross-functional coordination. Experienced across logistics and consulting environments, with a proven ability to support high-value clients, optimize operational processes, and deliver clear, consultative guidance. U.S. Permanent Resident (Green Card).
Overview
2
2
years of professional experience
Work History
Account Manager & Customer Onboarding Specialist
JD Logistics
01.2025 - Current
- Oversaw CRM and iFOP/TMS workflows, ensuring accurate customer data, pipeline visibility, and smooth coordination across regional sales teams.
- Delivered customer onboarding and system training, including test account setup, order-creation walkthroughs, and full TMS/iFOP platform support.
- Processed commercial contracts and compliance requirements, covering payment terms, billing cycles, OA approvals, SPB, rate cards, and Mexico CLABE/IMSS details.
- Supported sales through post-signature enablement, partnering with Ops, Finance, Legal, and Warehouse teams to accelerate customer activation.
- Distributed and standardized 5,000+ Panjiva/DataMyne leads, improving outbound targeting efficiency and regional sales execution.
Account Manager
YingZhong & Company
01.2024 - 11.2024
- Managed high-net-worth client relationships, conducting consultations on EB-5 and EB-1A immigration investment projects and guiding clients through key financial and risk considerations.
- Generated 50+ new leads weekly through CRM pipeline management and multi-channel outreach (RedNote, Instagram, WeChat, TikTok livestreaming, industry events), including calling prospects from the public client pool.
- Converted qualified prospects into engaged clients by delivering end-to-end advisory support and guiding project selection for ¥100M+ revenue potential.
- Represented the firm at major industry events (ETS, TGO Summit, IRC), conducting on-site consultations and expanding the pipeline with 100+ new prospects.
Education
Master of Science - Finance
University of California, San Diego
La Jolla, CA12-2023
Master of Science - Business Administration And Management
University of San Diego
San Diego, CA05-2022
Skills
- Account Management
- Customer Success & Client Onboarding
- CRM Management (iFOP / TMS / Salesforce-style workflows)
- Sales Operations & Pipeline Management
- Contract & Compliance Coordination
- Consultative Selling & Client Advisory
Languages
English
Full Professional
Chinese (Mandarin)
Native or Bilingual
Timeline
Account Manager & Customer Onboarding Specialist
JD Logistics
01.2025 - Current
Account Manager
YingZhong & Company
01.2024 - 11.2024
Master of Science - Finance
University of California, San Diego
Master of Science - Business Administration And Management
University of San Diego